NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$844,462
+1.8%
14,138
+7.8%
0.01%0.0%
Q2 2023$829,922
-3.7%
13,113
-7.8%
0.01%
-18.2%
Q1 2023$862,120
+1503.6%
14,217
+1070.1%
0.01%
+1000.0%
Q4 2022$53,760
-83.1%
1,215
-79.4%
0.00%
-80.0%
Q3 2022$318,000
-84.8%
5,900
-80.0%
0.01%
-84.4%
Q4 2021$2,093,000
+7.3%
29,448
+0.5%
0.03%
-33.3%
Q3 2021$1,950,00029,3060.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders